- American Express (Los Angeles, CA)
- …a high level of knowledge about American Express products, processes ( Underwriting , Line Increase, Customer Financials, Pricing, Contract), key internal partners ... (Risk, UWA, PPI) and tools (ONE.force, C360) **Negotiate and close** (20 - 30% of time) ▪ Seek opportunities to up-sell and cross-sell commensurate with the needs of the client ▪ Answer customer inquiries and bring in leadership, internal business partners and… more
- City National Bank (Los Angeles, CA)
- …policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate ... the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of… more
- Insight Global (San Diego, CA)
- …and keep borrowers informed. File readiness: Organize the file for underwriting ; ensure accuracy and completeness; escalate issues early to avoid delays. ... Process navigation: Move loans smoothly through internal steps; schedule and confirm key milestones; keep stakeholders aligned. Compliance awareness: Follow company procedures and applicable guidelines; protect borrower data and maintain clean records. This is… more
- Security National Life Insurance Company (San Diego, CA)
- …the year + Dynamic sales training, web application, Customized CRM and Easy Underwriting + Company assisted lead programs for fresh, exclusive leads You offer: + ... Life Insurance license or motivated to obtain one + Desire to help others- face to face or through tele sales opportunities + Go-getter attitude with ability to work independently + Ability to pass background check Responsibilities: + Identify sales… more
- Amazon (Culver City, CA)
- …application of coverage. * Gather, analyze, and prepare information for underwriting submission information and applications for insurance policy renewals. * ... Evaluate insurance policy quotes and negotiate coverage and pricing for special coverage with insurance brokers, providing recommendations to production teams and manager. * Review insurance binders, policies, endorsements, invoices and audits to ensure… more
- Zurich NA (Gold River, CA)
- …the line of business and serve as a subject matter expert to the underwriting team regarding product developments or enhancements to provide support and guidance and ... ensure compliance with regulatory policies. The successful candidate will coordinate the work activities of the team and has responsibility for performance, development and coaching of staff to maximize contributions and drive employee development and… more
- Insight Global (San Francisco, CA)
- …ideally in an asset financing environment. . Experience in credit risk underwriting and familiarity with broader credit function processes and controls. . Ability ... to maintain strong working relationships across a diverse organization. Demonstrated ability to communicate effectively across functions to support group goals and effective ongoing operations. more
- Robert Half Accountemps (Santa Clara, CA)
- …accuracy, completeness, and compliance. + Ensure loan terms match approved underwriting conditions. + Collaborate with title companies, attorneys, and escrow ... officers to coordinate closings. 2. Closing & Funding Coordination + Prepare wire instructions and authorize loan funding. + Confirm receipt of all required documentation prior to disbursement. + Ensure all loan conditions and stipulations are satisfied before… more
- Banc of California (Beverly Hills, CA)
- …term sheets, gathering appropriate information; perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial ... borrower submissions, perform analysis of information submitted, and prepare a written credit presentation of loan request. Guide credit request through review by division manager, and senior credit review officers. Assist loan administration through the… more
- ICW Group (San Diego, CA)
- …units. The Data Scientist will collaborate closely with business partners in Underwriting , Claims, Finance, Actuarial, HR, Law and Technology to help us realize ... the value in our extensive data resources. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Build and deploy high performing AI/ML solutions.** + Utilize LLM models to improve organization efficiency, and tune models as needed. + Perform prompt engineering. +… more